Roth Options and Questions
Answering reader questions on all things Roth, including how to use a Backdoor Roth IRA, whether you should do the Mega Backdoor Roth, and why we hate the SIMPLE IRA.
There are dozens, if not more, ways to save for retirement. It ranges from employer-assisted accounts like 401(k)s and 403(b)s to self-funded vehicles like IRAs and HSAs. Learning about retirement accounts is paramount to good financial literacy.
Answering reader questions on all things Roth, including how to use a Backdoor Roth IRA, whether you should do the Mega Backdoor Roth, and why we hate the SIMPLE IRA.
Answering reader questions about finding the right side gigs, managing the student loan freeze, long-term care insurance, and whether organic food is worth the money.
Answering reader questions on using 529s for K-12 education, interest from I Bonds, timing your ETF transactions, and why TIPS aren't doing great.
Answering reader questions about FSAs mixed with HSAs, employee stock, and Rich Dad Poor Dad. Plus, we talk about how we set up our own investment portfolio.
We stuffed our lives into two backpacks and four suitcases to move to Portugal. Here's how it affected our taxes and retirement accounts.
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Cash balance plans can be home runs for physicians and other business owners in the right scenario. But be aware of these potential mistakes.
Our first Roth IRA contributions took place in 2004, and we put in the maximum $3,000 apiece. Now, we're over seven figures. Here's how.
For those who are about to retire, amid soaring inflation and a potential bear market, what are the best actions to take right now?
One benefit of being married is that a non-working spouse can contribute to an IRA using the working spouse's income. Here's what to know.
Answering reader questions about the Backdoor Roth IRA, if you can remain a 1099 contractor instead of a W2 employee, and variable rates on student loans.
Answering reader questions about 401(k)s, including what to do if you overcontribute and if you can put side hustle money into them. Also, an interview with Peak Housing's Joe Ollis.
Answering reader questions about how to change the retirement account system and 401(k) limits. Also, an interview with Dr. Dike Drummond of Burnout Proof MD.
Answering reader questions with new WCI Ambassador Disha Spath on primary residences and asset allocation, leverage, and emergency funds.
If you have Vanguard Target Retirement Funds in your taxable accounts, you might be in for a big surprise at tax time. Here's why.
An interview with Big ERN, the man behind Early Retirement Now, where he discusses the pro and cons of FIRE and how to figure out withdrawal rates.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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